Choosing the right Customer Relationship Management (CRM) system can be challenging for business owners. With countless options available, understanding which solution best aligns with your organization's unique needs and goals often feels overwhelming.
As an official HubSpot Solutions Partner, Vaulted has guided businesses across diverse industries through the CRM selection process. With extensive experience working with various business types—including startups, non-profits, professional services, and SaaS companies—we've found that HubSpot consistently stands out as a versatile and effective platform, capable of streamlining every critical aspect of your operations.
HubSpot simplifies your business processes—from sales management and marketing automation to operational workflows and customer service interactions. Whether you're primarily focused on Sales Hub, Marketing Hub, or Service Hub, HubSpot equips your team with powerful tools that ensure seamless collaboration, increased efficiency, and sustainable growth.
Selecting the appropriate CRM is more than just a technology decision; it significantly influences your company's productivity, customer satisfaction, and overall growth trajectory. An optimal CRM system centralizes data, enhances internal communication, and provides valuable insights, allowing your organization to make informed, strategic decisions.
Here are seven compelling reasons we consistently recommend HubSpot to clients focused on elevating their sales, marketing, and customer service efforts:
1. It Allows Your Entire Team to Collaborate Effectively
HubSpot provides a unified platform, bringing your sales, marketing, and customer service teams together seamlessly. By consolidating your tools for marketing, sales, service, and operations, your entire organization can access critical information in one place, removing the need to juggle multiple logins or fragmented reports.
For example, marketing teams can see real-time updates on sales activities, and sales representatives can easily access marketing insights, ensuring everyone is aligned and informed.
Amplifies Sales Efficiency
Your sales team is equipped with comprehensive tools that consolidate leads, customer histories, and potential opportunities. With features such as automated outreach sequences, pipeline management, and deal tracking, HubSpot ensures your team never misses critical follow-ups. For instance, using HubSpot’s automated workflows, your sales team can effortlessly schedule follow-up communications and receive automatic reminders, significantly reducing manual tasks. Real-time analytics and performance dashboards help your salespeople prioritize high-value prospects, resulting in faster deal closures and increased revenue.
Elevates Customer Service Experience
For customer service teams, HubSpot centralizes every customer interaction and historical data, enabling rapid and personalized responses. Support teams can efficiently manage inquiries, track open cases, and proactively address customer needs, significantly enhancing overall satisfaction.
With HubSpot's ticketing system, customer service representatives can manage support requests systematically, reducing resolution times and enhancing customer satisfaction. By providing a single view of the customer, HubSpot ensures your service team delivers a consistent, cohesive experience across the board.
Supercharges Marketing Efforts
Your marketing team gains access to robust content creation, SEO tools, social media management, and analytics capabilities within a unified platform. HubSpot allows marketers to design, execute, and measure campaigns effectively, adapting strategies based on real-time insights from sales and customer interactions. Detailed analytics help marketing teams optimize campaigns continuously, driving better engagement and conversions. For example, utilizing HubSpot's SEO tools, Vaulted successfully implemented topic clusters for our client Coworks, significantly increasing their organic traffic and improving their content strategy effectiveness.
2. Streamline Your Business Operations
HubSpot enables organizations to simplify complex workflows, reduce operational costs, and enhance efficiency by integrating multiple business functions into a single, cohesive platform. Here’s how HubSpot helps streamline your key operations:
Combining Your Website with HubSpot CRM (Content Hub)
HubSpot’s Content Hub enables businesses to integrate their entire website with the CRM, unifying website analytics, SEO management, content updates, and customer interactions. The intuitive templates and user-friendly drag-and-drop interface make it easy to create professional websites and landing pages without coding expertise. This comprehensive integration simplifies website management, streamlining workflows, and enhancing operational efficiency.
Integrate Payments with HubSpot’s Commerce Hub
HubSpot’s Commerce Hub offers an integrated payment processing solution directly within your CRM. This capability reduces the need for separate payment and invoicing platforms, streamlining transactions and administrative processes. By consolidating these critical functions, your organization can eliminate manual reconciliation, improve accuracy, and gain deeper insights into customer purchasing behaviors.
Consolidating Customer Support with HubSpot’s Service Hub
One of our clients, a mid-sized software company based in the Midwest, previously managed their CRM with HubSpot but used Intercom separately for customer support operations. By integrating HubSpot’s Service Hub, the company streamlined these disparate systems into a cohesive solution.
This move dramatically improved their operational efficiency, reducing average ticket resolution times and significantly lowering overall software costs. With a unified view of customer interactions, the client’s support team could proactively manage customer relationships, delivering faster and more effective resolutions.
3. Work Faster and Smarter with AI and Automation
HubSpot’s commitment to efficiency is clear: the platform is packed with timesaving tools that help teams move faster without sacrificing quality or personalization. Whether you’re a marketer, salesperson, or customer service rep, HubSpot lets you automate the busywork and focus on meaningful interactions.
Leverage AI for Content and Campaigns
HubSpot’s AI tools help your team create more in less time. Marketers can generate blog posts, emails, landing page copy, and social content with AI-powered writing assistance—making it easy to keep campaigns fresh and on-brand. AI can also suggest keywords, optimize headlines, and even analyze the best times to send emails, so your team gets better results with less manual effort.
Thinking About HubSpot?
Let our team help you decide if it’s the right fit—no pressure, just real answers.
Connect with the TeamAutomate Your Business Workflows
With HubSpot’s powerful workflow automation, you can automate everything from lead scoring and nurturing to deal handoffs and customer onboarding. Set up triggers and actions that move prospects through the funnel, alert your team when follow-up is needed, or automatically assign tasks based on client behaviors. This keeps every process running smoothly and reduces the risk of things slipping through the cracks.
Save Time with Smart Templates and Scheduling
Pre-built templates, automated email sequences, and smart scheduling tools mean less time spent on repetitive tasks. Sales reps can use meeting links that sync directly with their calendars, while support teams can use snippets and canned responses to resolve issues faster. These tools keep your team responsive and organized—without adding unnecessary steps.
HubSpot’s AI and automation features empower your business to do more with less—maximizing every minute and unlocking growth at scale.
Real-World Results
One Vaulted client—a regional services company—reduced manual admin time by 30% after adopting HubSpot’s automation and AI tools. The result: more hours spent on high-value activities, better response times, and a measurable lift in customer satisfaction.
HubSpot’s AI and automation features empower your business to do more with less—maximizing every minute and unlocking growth at scale.
4. Access All the Tools You Need to Grow
HubSpot gives you everything you need to scale your business—all in one platform. From marketing and sales to website management and reporting, HubSpot brings together the tools that help teams work smarter and drive results.
| Tool/Feature | What It Does for Your Business |
|---|---|
| Unified CRM | Centralizes all customer data and interactions, giving your team a complete view of every relationship. |
| Email & Marketing Automation | Automates campaigns, nurtures leads, and personalizes outreach, saving time and boosting engagement. |
| Sales Tools | Streamlines pipeline management, automates tasks, and helps sales teams close deals faster. |
| Content Hub (Website & Landing Pages) | Lets you easily build, update, and optimize your website and landing pages—no coding required. |
| Reporting & Analytics | Offers customizable dashboards and real-time insights across sales, marketing, and service. |
5. Unify Your “Source of Truth”
With competing departments, multiple analytics tools, and individual reports in Excel, it can be hard to find organizational consensus on what is reality.
Adopting HubSpot means adopting a platform versus a collection of motley tools that don’t per se work well together to get a unified vision of what’s happening in your organization.
By adopting HubSpot, you're not just investing in a single tool but a comprehensive platform that brings together your sales, marketing, and customer service efforts. This means that you no longer have to rely on disparate tools that don't integrate well with each other, resulting in a lack of clarity and a fragmented view of your organization's performance.
With HubSpot, you have a unified source of truth that allows you to see the big picture and make informed decisions based on data-driven insights. This not only streamlines your operations and makes your team more efficient but also helps you achieve your business goals faster and with greater accuracy. So, if you're looking for a platform that can help you consolidate your tools and unify your vision, HubSpot is the way to go.
Using the built-in reporting and dashboards in HubSpot help you build organizational consensus.
The other side effect of choosing a platform over several tools is that you can often save money. Instead of paying for a separate email marketing provider, CRM, sales management system—you can adopt a single system which can often be less of an investment.
6. Revenue Attribution
This can’t be overstated: the power of system like HubSpot is that they allow you to attribute marketing and sales activity to revenue. Especially on the marketing side, attribution tells you what things you’re doing produce (or don’t produce) revenue.
HubSpot's attribution features are powerful tools that enable businesses to understand the impact of their marketing actions on revenue outcomes. It establishes a direct link between marketing efforts and revenue generation, allowing marketers to make data-driven decisions, optimize strategies, and allocate resources effectively.
This capability provides valuable insights into the effectiveness of marketing campaigns, channels, and tactics, helping businesses drive revenue growth.
Moreover, HubSpot lets you examine multiple dimensions of your revenue stream:
- How many form submissions result in customers
- What’s your average close rate for deals
- What traffic sources produce the most revenue
- How long your sales cycle is
- Which campaigns produce the most revenue
Revenue attribution lets you know what’s working in your sales-and-marketing system. Want to increase revenue? Increase the number of opportunities
7. Consolidate Your Marketing and Brand
Because HubSpot is a CRM, data is at the heart of the system, so it can also act as a hub for all of your marketing activities. With various integrations for everything from Intercom to Facebook Ads, HubSpot can unify your entire vision of how contacts and companies interact with your brand.
Everything from social media interactions to email opens and ad clicks can be brought together to get a timeline of interaction between your company and your potential customers. This is smarter method of unifying data (versus solely relying upon different tools).
HubSpot's unified data platform goes the extra mile to enable personalized marketing on a large scale. Using the data you've gathered, you can customize your marketing messages to fit each customer's unique needs and preferences.
This boosts your campaign effectiveness and increases customer satisfaction. Think about it - sending targeted emails based on a customer's past interactions with your brand, or showing content on your website that matches a visitor's interests.
With this data, you can make smarter decisions on your contact’s lifecycle and where they are in the buying journey.
But isn’t HubSpot expensive?
Certainly, one of the most common critiques of HubSpot is its cost.
HubSpot’s various products combined with various tiers within those products, can make it difficult to tease out what your potential costs would be. Moreover, HubSpot charges you separately for features like the number of contacts in your system (although there are some caveats to this).
While HubSpot’s initial costs can seem high, you should keep in mind that HubSpot is a platform versus a tool. It is often replacing multiple, separate services that you’re also paying for. Often condensing down to HubSpot can replace other sales management systems, email marketing services, and even meeting links.
The other factor to keep in mind is that you’ll often benefit by working with a HubSpot Partner. Amongst other benefits, working with an official HubSpot Solutions Partner will save you money on HubSpot’s mandatory onboarding fees.
Plus, a trusted HubSpot Solutions Partner speak into what HubSpot products you may need.
The other factor is that the list price of HubSpot often doesn’t match what you’ll actually end up paying. Like haggling over a used car, flexibility is built into HubSpot pricing (which results in an overall lower cost to you).
As a HubSpot Solutions Partner, we’re always going to advocate having a partner than can help you navigate the most appropriate product at the best price.
Are you considering HubSpot?
Curious to explore how HubSpot can revolutionize your business operations?
We're passionate about guiding businesses through their inbound marketing journey and driving growth. Uncover the potential of HubSpot for your organization with our expert guidance on why you should go HubSpot.
Discover More Insights
Before You Hire a PPC Management Partner in Raleigh, Read This
Many Raleigh businesses struggle with PPC management. In fact, local advertisers waste roughly 27% of their Google Ads budgets each year on under-optimized bids and low-intent clicks.
HubSpot Implementation Services: Maximizing Value Through Strategic Implementation
Choosing HubSpot is an exciting step. It’s a powerful, intuitive platform designed to unify and streamline your sales, marketing, and service teams. But simply deciding to use HubSpot isn't enough—the true value comes from correctly implementing it.
HubSpot Implementation Services: HubSpot's Core Hubs
In our previous post, HubSpot Implementation Services: Maximizing Value Through Strategic Implementation, we covered the principles of HubSpot implementation—expertise, experience, business context, and imagination.
Jordan Parker